Morgan Stanley Portfolio holdings
Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.85B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.78B |
| 3 |
Mercado Libre
MELI
|
+$1.73B |
| 4 |
TSMC
TSM
|
+$1.2B |
| 5 |
Amgen
AMGN
|
+$1.15B |
Top Sells
| 1 |
Mastercard
MA
|
+$2.6B |
| 2 |
Apple
AAPL
|
+$1.29B |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$1.25B |
| 4 |
Twilio
TWLO
|
+$1.22B |
| 5 |
EPAM Systems
EPAM
|
+$1.12B |
Sector Composition
| 1 | Technology | 18.61% |
| 2 | Healthcare | 9.76% |
| 3 | Financials | 9.05% |
| 4 | Consumer Discretionary | 8.4% |
| 5 | Communication Services | 6.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2551
Hexcel
HXL
$4.92B
| $13.3M | ﹤0.01% |
223,230
-43,597
| -16% | -$2.59M |
|
|
RWT
2552
Redwood Trust
RWT
$778M
| $13.3M | ﹤0.01% |
1,260,733
-331,790
| -21% | -$3.49M |
|
2553
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
$370M
| $13.3M | ﹤0.01% |
297,395
+70,568
| +31% | +$3.15M |
|
2554
Upbound Group
UPBD
$1.54B
| $13.3M | ﹤0.01% |
526,435
+139,815
| +36% | +$3.52M |
|
2555
Bruker
BRKR
$5.03B
| $13.2M | ﹤0.01% |
205,755
+79,683
| +63% | +$5.12M |
|
2556
Chesapeake Utilities
CPK
$3.03B
| $13.2M | ﹤0.01% |
96,019
+1,176
| +1% | +$162K |
|
2557
Mercury Systems
MRCY
$4.55B
| $13.2M | ﹤0.01% |
205,163
+171,936
| +517% | +$11.1M |
|
2558
InterDigital
IDCC
$8.64B
| $13.2M | ﹤0.01% |
206,864
+7,023
| +4% | +$448K |
|
2559
iShares Self-Driving EV and Tech ETF
IDRV
$169M
| $13.2M | ﹤0.01% |
284,207
+46,194
| +19% | +$2.14M |
|
2560
VanEck Short High Yield Muni ETF
SHYD
$356M
| $13.2M | ﹤0.01% |
567,061
+79,237
| +16% | +$1.84M |
|
2561
Invesco Global Water ETF
PIO
$275M
| $13.2M | ﹤0.01% |
360,856
-20,674
| -5% | -$755K |
|
2562
Northwest Natural Holdings
NWN
$1.74B
| $13.2M | ﹤0.01% |
254,310
-1,989
| -0.8% | -$103K |
|
2563
Autoliv
ALV
$9.66B
| $13.1M | ﹤0.01% |
171,816
+108,305
| +171% | +$8.28M |
|
2564
iShares MSCI Singapore ETF
EWS
$843M
| $13.1M | ﹤0.01% |
630,240
+197,644
| +46% | +$4.12M |
|
2565
Apple Hospitality REIT
APLE
$2.96B
| $13.1M | ﹤0.01% |
730,597
+132,004
| +22% | +$2.37M |
|
2566
ABM Industries
ABM
$2.76B
| $13.1M | ﹤0.01% |
285,013
-43,780
| -13% | -$2.02M |
|
2567
Nova
NVMI
$9.18B
| $13.1M | ﹤0.01% |
120,397
-8,328
| -6% | -$907K |
|
|
THW
2568
abrdn World Healthcare Fund
THW
$476M
| $13.1M | ﹤0.01% |
860,071
-94,439
| -10% | -$1.44M |
|
2569
abrdn Physical Palladium Shares ETF
PALL
$539M
| $13.1M | ﹤0.01% |
62,667
+1,258
| +2% | +$263K |
|
2570
RenaissanceRe
RNR
$11.4B
| $13.1M | ﹤0.01% |
82,381
-89,405
| -52% | -$14.2M |
|
2571
ADT
ADT
$7.03B
| $13.1M | ﹤0.01% |
1,719,287
-238,368
| -12% | -$1.81M |
|
2572
Armstrong World Industries
AWI
$8.5B
| $13M | ﹤0.01% |
144,787
+112,095
| +343% | +$10.1M |
|
2573
CNO Financial Group
CNO
$3.84B
| $13M | ﹤0.01% |
518,947
+226,875
| +78% | +$5.69M |
|
|
CSII
2574
DELISTED
Cardiovascular Systems, Inc.
CSII
| $13M | ﹤0.01% |
575,907
-85,665
| -13% | -$1.94M |
|
2575
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
$96.9M
| $13M | ﹤0.01% |
289,596
-69,675
| -19% | -$3.13M |
|